Morgan Stanley announced today that Rosalie Schlaen, a Financial Advisor and Financial Advisor CFP®, CIMA®, CRPC®, a Financial Advisor and Senior Vice President in the Firm’s Wealth Management office in Aventura, has attained Morgan Stanley’s Family Wealth Advisor (FWA) designation.
The FWA designation is granted to those Financial Advisors who have successfully completed an accreditation program focused on the skills needed to help families communicate about money and values, share their goals, and grow and protect wealth across generations. With this specialized knowledge, FWAs are able to provide strategic guidance to families and deliver wealth management strategies that put families – and their collective values and goals – first.
“This is an exceptional achievement for Rosalie and an attestation of her ongoing commitment to serving the unique needs of our clients and their families,” said William Van Scoyoc, Branch Manager of the Aventura office. “Rosalie has demonstrated a disciplined, diligent approach to understanding how family circumstances and dynamics can influence and impact short- and long-term personal and financial goals. Her proven ability to work with families to develop a framework for their financial future helps to set her apart from others within the industry.”
Family Wealth Advisors help families have meaningful conversations about money, set priorities, protect their family enterprise, practice impactful philanthropy and put estate plans in place. They are also skilled in connecting with the next generation to engage them in becoming educated about how family finances affect them.
Mrs. Schlaen has been a member of the financial services industry for 30 years and holds a Chemical Engineering degree from Worrcester Polytechnic Institute. aAs a Financial Advisor with Morgan Stanley, she offers a full spectrum of financial planning and investment strategies designed to meet the needs of clients and their families.
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.
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